A complete list of active advisors currently associated with Marin Wealth Advisors LLC

Warmer can help you find a great advisor at Marin Wealth Advisors LLC or one who fits your needs even better.

Marin Wealth Advisors LLC serves individuals, families, trusts, estates, corporations, non‑profits and retirement plans, with most clients residing in California; the firm manages roughly $69 million in client assets across about 94 relationships and operates with a two‑advisor team. Core services include discretionary investment management, fee‑only financial planning, and non‑discretionary investment consulting. The firm’s investment process centers on client‑specific investment policies, combining strategic asset allocation with individual stock and bond selection and global diversification, including emerging‑market exposure, while avoiding performance‑based fee arrangements. Accounts are reviewed at least quarterly and custodial trading and reporting are facilitated through a recommended institutional custodian. Distinctive features include a menu of tiered, packaged financial‑planning engagements and a one‑time financial check‑up option alongside an hourly consulting offering for non‑discretionary advice, rather than only ad‑hoc planning. The firm recently changed its principal and Chief Compliance Officer and disclosed it will convert from SEC to state registration after year‑end assets fell below the SEC threshold; it also participates in an institutional custodian advisor services program that provides technology and practice‑management support.

To learn more about the advisors currently working at Marin Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.